JPMorgan American Investment Trust Strategic Asset Allocation Index
JPMorgan American Investment Trust strategic asset allocation index. JPMorgan American Investment Trust (JAM) has a Strategic Asset Allocation Index of 105.5% as of June 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX1.96 Billion) total GBX1.96 Billion, measured against net assets of GBX1.86 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See JPMorgan American Investment Trust (JAM) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of JPMorgan American Investment Trust (2014–2024)
Strategic asset allocation index of JPMorgan American Investment Trust from 2014 to 2024. This chart shows how JPMorgan American Investment Trust's Strategic Asset Allocation Index has evolved across 11 annual periods from 2014 to 2024. As of June 2025, the index stands at 105.5%, representing strategic assets of GBX1.96 Billion against net assets of GBX1.86 Billion GBX. Check tangible equity quality of JPMorgan American Investment Trust to evaluate the tangible quality of the company's equity base.
JPMorgan American Investment Trust Strategic Asset Allocation Index by Year (2014–2024)
JPMorgan American Investment Trust strategic asset allocation index by year from 2014 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for JPMorgan American Investment Trust from 2014 to 2024, covering 11 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see JPMorgan American Investment Trust (JAM) total market value.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 104.0% | GBX2.07 Billion | GBX- | GBX2.07 Billion | GBX1.99 Billion | ▲ +1.2 pp |
| 2023 | 102.8% | GBX1.61 Billion | GBX- | GBX1.61 Billion | GBX1.56 Billion | ▼ -3.1 pp |
| 2022 | 105.9% | GBX1.38 Billion | GBX- | GBX1.38 Billion | GBX1.30 Billion | ▲ +1.1 pp |
| 2021 | 104.9% | GBX1.57 Billion | GBX- | GBX1.57 Billion | GBX1.50 Billion | ▲ +0.2 pp |
| 2020 | 104.7% | GBX1.27 Billion | GBX- | GBX1.27 Billion | GBX1.21 Billion | ▲ +1.9 pp |
| 2019 | 102.8% | GBX1.09 Billion | GBX- | GBX1.09 Billion | GBX1.06 Billion | ▲ +3.8 pp |
| 2018 | 99.0% | GBX910.44 Million | GBX- | GBX910.44 Million | GBX919.18 Million | ▼ -10.2 pp |
| 2017 | 109.3% | GBX1.07 Billion | GBX- | GBX1.07 Billion | GBX980.43 Million | ▲ +0.8 pp |
| 2016 | 108.5% | GBX1.07 Billion | GBX- | GBX1.07 Billion | GBX985.22 Million | ▲ +0.1 pp |
| 2015 | 108.4% | GBX885.38 Million | GBX- | GBX885.38 Million | GBX816.70 Million | ▼ -1.9 pp |
| 2014 | 110.3% | GBX886.93 Million | GBX- | GBX886.93 Million | GBX804.15 Million | — |